MRSH

Marsh

1,573 hedge funds and large institutions have $80.7B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 524 increasing their positions, 640 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

0% more funds holding

Funds holding: 1,5671,573 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$131M
Puts
$78.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1401
Kemnay Advisory Services
New York
$36.2K
CYG
1402
Clean Yield Group
Vermont
$35.8K
NL
1403
Navalign LLC
California
$35.5K
SHIM
1404
Stone House Investment Management
Pennsylvania
$35.2K
FPF
1405
First Pacific Financial
Washington
$35K
OC
1406
Oakworth Capital
Alabama
$34.5K
FUBT
1407
First United Bank & Trust
Maryland
$34.3K
RL
1408
Rogco LP
Oklahoma
$34K
EW
1409
Elyxium Wealth
California
$33.9K
FFA
1410
Frazier Financial Advisors
Ohio
$33.6K
B
1411
Bayban
Minnesota
$33.6K
AFG
1412
Albion Financial Group
Utah
$33.4K
ADL
1413
Asset Dedication LLC
California
$33.4K
AG
1414
AmeriFlex Group
Nevada
$31.9K
CH
1415
Canton Hathaway
Rhode Island
$30.4K
SR
1416
Swiss Re
Switzerland
$29.5K
CHC
1417
City Holding Co
West Virginia
$29.1K
PB
1418
Pinnacle Bancorp
Nebraska
$28.8K
BIA
1419
Bell Investment Advisors
California
$28.6K
ACA
1420
Atlas Capital Advisors
Wyoming
$28K
DWA
1421
Delos Wealth Advisors
Texas
$27.5K
GSWM
1422
Golden State Wealth Management
California
$27.3K
KFP
1423
Kerr Financial Planning
California
$26.7K
SWM
1424
SHP Wealth Management
Massachusetts
$25.7K
SC
1425
Solstein Capital
California
$25K